Herv.ai
@Herv_ai
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https://t.co/dXmW86RWjE automates the quality control of your firm's @QuickBooks files. This isn't "another portal to login to." https://t.co/dXmW86RWjE is an alert system. #CASTwitter
Bluffton, SC
Joined May 2023
https://t.co/06q6pMGrS8 is now in beta on @zapier! 🙌🥳 #TaxTwitter #CASTwitter #accounting #automation
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We've been HARD at work developing new features, including: 1) deeper integration and customization with @karbonhq 2) ability to customize date ranges in flows 3) building the https://t.co/06q6pMGrS8 API, so we can... Ship the @zapier (🤞) integration next week! #TaxTwitter
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Hey @ChrisHervochon! @Herv_ai just got a shout out from @RafaelCasasQF at #btg23 for a super practical every day use of AI
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What am I doing this morning? Testing the new (🤩) @Herv_ai integration with @karbonhq! - - - #CASTwitter #TaxTwitter #bookkeeping
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There's a lot more to come and we're receiving meaningful feedback from our beta testers. One of our beta testers even called https://t.co/EiEcQAWvfs a "game changer" for quality control. Want to check out our roadmap? Check out this link: - - https://t.co/idZaKHLg31
hervai.canny.io
Give feedback to the Herv.ai team so we can make more informed product decisions. Powered by Canny.
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5. Manage staff: Administrator users of a firm can now delete staff (for whatever reason) from their account.
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4. QBO connection status on firm dashboard: Now you can see at a glance the status of your client QBO connections.
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3. Notifications for broken QBO connections: If a QBO connection for one of your clients breaks the app will now send you an email telling you to go in and fix it. Which also brings us to...
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2. Inactivate unused vendors: We pushed a HUGE update to the logic of how this check works to remove 🤞the possibility of any unintended results.
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1. Unreconciled balance sheet transactions: The app now allows you to choose which types of accounts will be checked. Only reconcile bank and credit card accounts for your clients? No problem. The app can check just those accounts and exclude the others.
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We've been busy 🧑🏭pushing updates to the platform over the weekend! Here's a rundown of some of the new features and bug fixes... - - #CAStwitter #Taxtwitter #bookkeeping
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1) We are fixing some logic issues identified by the @BetterWayCPA team in initial testing 2) We need to fix/update our Stripe integration 3) We need to fix a few minor security items Our developer tells us those will be fixed by Tuesday, and then we'll be ready to roll!
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We are going to be inviting a limited number of firm owners to beta test the app. Want to be a beta tester? Send a DM to @chrishervochon. Beta testing is estimated to begin on TUESDAY! But, before we open it up we have a couple of items to fix...
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4) We started security testing on the production environment and started addressing some minor issues So what's next?
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1) We moved the app from the test environment to the production environment 2) The @BetterWayCPA team started testing with a limited number of customer files 3) The https://t.co/EiEcQAWvfs website is now LIVE though the link to the app isn't live just yet...
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We've been busy over the past week. Here's what we've been up to, a 🧵 #bookkeeping #QuickBooks #CASTwitter
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